SWA
Sax Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Hold |
33,043
| – | – | 0.06% | 184 |
|
|
2025
Q1 | $878K | Buy |
33,043
+142
| +0.4% | +$3.77K | 0.06% | 158 |
|
|
2024
Q4 | $858K | Buy |
32,901
+21,934
| +200% | +$572K | 0.07% | 134 |
|
|
2024
Q3 | $881K | Hold |
10,967
| – | – | 0.08% | 103 |
|
|
2024
Q2 | $812K | Sell |
10,967
-1,350
| -11% | -$100K | 0.08% | 104 |
|
|
2024
Q1 | $936K | Hold |
12,317
| – | – | 0.11% | 73 |
|
|
2023
Q4 | $863K | Sell |
12,317
-140
| -1% | -$9.81K | 0.14% | 81 |
|
|
2023
Q3 | $803K | Hold |
12,457
| – | – | 0.16% | 80 |
|
|
2023
Q2 | $836K | Hold |
12,457
| – | – | 0.17% | 76 |
|
|
2023
Q1 | $817K | Buy |
12,457
+246
| +2% | +$16.1K | 0.18% | 73 |
|
|
2022
Q4 | $806K | Hold |
12,211
| – | – | 0.19% | 71 |
|
|
2022
Q3 | $714K | Hold |
12,211
| – | – | 0.18% | 74 |
|
|
2022
Q2 | $762K | Hold |
12,211
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $872K | Hold |
12,211
| – | – | 0.21% | 67 |
|
|
2021
Q4 | $894K | Buy |
+12,211
| New | +$894K | 0.19% | 74 |
|